Book Image

Working with Odoo

Book Image

Working with Odoo

Overview of this book

With this practical guide, you will cover the essential modules to get Odoo up and running for your company. After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you. Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples.
Table of Contents (25 chapters)
Working with Odoo
About the Author
About the Reviewers

Defining project tasks

The main unit for tracking the various activities involved with a project is a project task. We will create a new task by navigating to the Task menu in the Project application and clicking on the Create button. Here, we'll define the various aspects of the task:

  • the name of the task (this is required)

  • The stage to which the task belongs (also required)

  • The project to which the task is assigned

  • The deadline date of the task

  • The responsible party assigned to the task

  • Any tags you would like to associate with this task

  • A description of the task

For our example, we have filled out the task as seen in the following screenshot:

At the top of the form, you will see all of the project stages and the current stage highlighted in blue. In this example, Specification is the currently selected stage. When in the edit mode, you can click on these stages to directly assign the task to a given stage. This can be changed as the project progresses, so you are not locked into keeping a task...